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Configuring contents of a new tab

New Member
Posts: 4
Country: USA

Configuring contents of a new tab

Hi all,

 

I am trying to create a new tab for my Opportunities. I'd like to be able to mimic the Contacts tab, so that I can have several separate lists of contacts within each opportunity. Any help? Neither the toolbar nor the properties table were helpful.

 

Thanks!

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Configuring contents of a new tab

New Member
Posts: 4
Country: USA

Re: Configuring contents of a new tab

Thanks Mike.

 

Do you know if there is any tutorial for recreating (mimicing) the Contacts tab contents, or maybe if it is one of the templates included in this add-on?

 

Thanks!

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Configuring contents of a new tab

There are quite a few templates and video training as well ... I haven't looked for that specific task